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Non-Tech : E*Trade (NYSE:ET) -- Ignore unavailable to you. Want to Upgrade?

To: ecommerceman who wrote (7429)	7/2/1999 9:12:00 AM
From: Sam	Read Replies (1) \| Respond to of 13953

ETrade recently released a poll that showed that it has by far the most recognizable brand among the OLBs, a full 3 TIMES that of Schwab, which is a much larger company. This is huge, and will redound to the bottom line as we move forward. I agree that ETrade's brand is very strong -- now the question is can they execute on that leverage? Reminds me of the AOL busy signal fiasco, where there were to many subscribers overwhelming the system. I often hear tales of not being able to connect, poorly executed trades, etc. Does anyone know how much money they have slated to ramp up capacity, if any? One other point -- has E*Trade ever considered lowering their commission rates for internet trades? I often see their adds for sign up, get $xx automatically. $am

To: ecommerceman who wrote (7429)	7/2/1999 9:33:00 AM
From: WhySoSoon	Respond to of 13953

Eman: There is nothing wrong with a contrary view and different views come from imprecise knowledge and information. Had we have perfect information, the market will be efficient and not much money to make. As a prudent investor, we must keep an open mind and weigh in all the information (good and bad) then we each come to her/his conclusion. You mention about the marketing campaign that ETrade fumbled about a couple of years ago may be forever history. I think they get the man who has done a marvellous job in marketing and brand awareness and recognition. He is E*TRADE's Chief Marketing Officer, Jerry Gramaglia. Here is the proof: biz.yahoo.com

To: ecommerceman who wrote (7429)	7/2/1999 9:50:00 AM
From: Diamond Jim	Read Replies (1) \| Respond to of 13953

When Will Growth Flatten? So when will the growth of the internet, overall, begin to flatten? Frankly, at Briefing.com we don't really know, but neither does anyone else. However, it is time to begin thinking about it. Here are four recent events that brought us to this conclusion. PC Usage and Internet Usage is not rising rapidly as PCs and the internet penetrate the rest of the population. A recent survey done by Arbitron New Media, as reported in the June 21 Wall Street Journal, showed that while 59% of all US homes now have PCs, the percentage of adults using the machines fell from 90% to 53%. The numbers are especially interesting because they exclude usage by children. This means that while the new PCs being purchased is going up, the new users aren't really using them for much. The study also showed that the new PC owners do sign up for internet services, bringing the total US internet population to 38% of the nation's population. But only 2/3 of those signed up for internet services actually use them regularly or had made an online purchase. This survey, the full results of which have still not yet been released, may indicate that the current incarnation of the internet is simply too hard to use to capture the rest of the mass market yet. Charles Schwab average daily trades going down: On June 14, Schwab (SCH) reported a slowdown of (28%) in total overall daily trades in the month of May. This is in spite of a continued growth of accounts. While it means that more people are online, they are, as a group, doing less. This confirms the trend shown by the Arbitron survey. Amazon.com (AMZN) refuses to release revenue on book sales alone. Amazon no longer reports revenue broken out by category. This deprives everyone of seeing the revenue curve of book sales by themselves. Could it be that book sales have flattened? If so, we'll never know, because it will be buried in overall revenues, which includes other product lines and acquisition revenue streams. Cyberian Outpost (COOL) had a sequential revenue decline in the most recent quarter, as reported last week. In the early stages of a boom market, everyone is supposed to benefit. It isn't until the market begins to slow that companies lose absolute market share to others